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AE Wealth Management’s WisdomTree International Quality Dividend Growth Fund IQDG Stock Holding History

AE Wealth Management’s Portfolio IQDG Stock Details IQDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$223K Sell
5,181
-838
-14% -$35.7K ﹤0.01% 1659
2026
Q1 		$242K Sell
6,019
-1,227
-17% -$52K ﹤0.01% 1506
2025
Q4 		$301K Buy
7,246
+1,064
+17% +$43K ﹤0.01% 1311
2025
Q3 		$247K Sell
6,182
-199
-3% -$7.8K ﹤0.01% 1288
2025
Q2 		$253K Sell
6,381
-2,252
-26% -$84.3K ﹤0.01% 1198
2025
Q1 		$308K Sell
8,633
-2,608
-23% -$94.9K ﹤0.01% 1075
2024
Q4 		$385K Sell
11,241
-22
-0.2% -$801 ﹤0.01% 995
2024
Q3 		$441K Buy
11,263
+2,331
+26% +$88.4K ﹤0.01% 923
2024
Q2 		$331K Sell
8,932
-528
-6% -$19.7K ﹤0.01% 996
2024
Q1 		$360K Sell
9,460
-319,912
-97% -$11.7M ﹤0.01% 907
2023
Q4 		$11.9M Buy
329,372
+67,597
+26% +$2.25M 0.06% 356
2023
Q3 		$8.38M Buy
261,775
+9,043
+4% +$305K 0.05% 421
2023
Q2 		$8.7M Buy
252,732
+19,753
+8% +$680K 0.05% 398
2023
Q1 		$7.89M Buy
+232,979
New +$7.61M 0.05% 400

Other funds holding IQDG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

AE Wealth Management's IQDG Position: Q2 2026 in Review

AE Wealth Management reduced its WisdomTree International Quality Dividend Growth Fund (IQDG) stake by 14% in Q2 2026, selling an estimated $35.7K and leaving 5,181 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #1659.

AE Wealth Management first reported a position in IQDG in Q1 2023 and has held it in 14 quarters since. The position peaked at $11.9M in Q4 2023. 139 funds tracked by Wall St. Rank hold IQDG as of Q2 2026.

  • AE Wealth Management held 5,181 shares of WisdomTree International Quality Dividend Growth Fund worth $223K as of Q2 2026.
  • AE Wealth Management sold 838 WisdomTree International Quality Dividend Growth Fund shares in Q2 2026, an estimated $35.7K.
  • WisdomTree International Quality Dividend Growth Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1659 holding.
  • AE Wealth Management first reported a position in WisdomTree International Quality Dividend Growth Fund in Q1 2023 and has held it in 14 quarters since.
  • AE Wealth Management's WisdomTree International Quality Dividend Growth Fund position peaked at $11.9M in Q4 2023.
  • 139 funds tracked by Wall St. Rank held WisdomTree International Quality Dividend Growth Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.